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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,266 | $167,353-87.9% | $143,797-85.9% | $134,545-84.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.04% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,899 | $5,620-48.4% | $4,952-41.5% | $4,742-38.9% |
| Participant deferral / active EE | $7,883 | $6,447+22.3% | $5,638+39.8% | $6,401+23.1% |
| Admin fee / account holder | $127 | $18,096-99.3% | $14,679-99.1% | $11,431-98.9% |